MAM
MS icon

Madison Asset Management’s Morgan Stanley MS Stock Holding History

Madison Asset Management’s Portfolio MS Stock Details MS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$7.04M Sell
42,790
-58,318
-58% -$10.1M 0.09% 147
2025
Q4 		$17.9M Sell
101,108
-22,085
-18% -$3.68M 0.21% 99
2025
Q3 		$19.6M Sell
123,193
-23,095
-16% -$3.41M 0.22% 94
2025
Q2 		$20.6M Sell
146,288
-9,046
-6% -$1.11M 0.22% 90
2025
Q1 		$18.1M Sell
155,334
-11,372
-7% -$1.47M 0.2% 101
2024
Q4 		$21M Sell
166,706
-54,485
-25% -$6.71M 0.24% 93
2024
Q3 		$23.1M Sell
221,191
-70,145
-24% -$7.06M 0.26% 93
2024
Q2 		$28.3M Sell
291,336
-54,752
-16% -$5.21M 0.35% 79
2024
Q1 		$32.6M Buy
346,088
+9,902
+3% +$872K 0.4% 69
2023
Q4 		$31.3M Sell
336,186
-17,234
-5% -$1.38M 0.42% 71
2023
Q3 		$28.9M Buy
353,420
+22,824
+7% +$1.98M 0.42% 78
2023
Q2 		$28.2M Sell
330,596
-23,288
-7% -$1.99M 0.41% 80
2023
Q1 		$31.1M Sell
353,884
-4,322
-1% -$403K 0.47% 71
2022
Q4 		$30.5M Buy
358,206
+240,707
+205% +$20.5M 0.48% 76
2022
Q3 		$9.28M Buy
117,499
+114,393
+3,683% +$9.64M 0.16% 120
2022
Q2 		$236K Buy
+3,106
New +$254K ﹤0.01% 352

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Madison Asset Management's MS Position: Q1 2026 in Review

Madison Asset Management reduced its Morgan Stanley (MS) stake by 58% in Q1 2026, selling an estimated $10.1M and leaving 42,790 shares worth $7.04M. The position accounts for 0.09% of the portfolio, ranked #147.

Madison Asset Management first reported a position in MS in Q2 2022 and has held it in 16 quarters since. The position peaked at $32.6M in Q1 2024. 2,488 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Madison Asset Management held 42,790 shares of Morgan Stanley worth $7.04M as of Q1 2026.
  • Madison Asset Management sold 58,318 Morgan Stanley shares in Q1 2026, an estimated $10.1M.
  • Morgan Stanley made up 0.09% of Madison Asset Management's portfolio in Q1 2026, its #147 holding.
  • Madison Asset Management first reported a position in Morgan Stanley in Q2 2022 and has held it in 16 quarters since.
  • Madison Asset Management's Morgan Stanley position peaked at $32.6M in Q1 2024.
  • 2,488 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Madison Asset Management's 13F filing for Q1 2026, filed 7 May 2026.